Sign Up ›
  • Tony Wiley
  • NEWBIE
  • 10 Points
  • Member since 2018
  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 2
    Replies
SOLVED
5 replies

Auto-populate Account lookup field based on another field

On the Case object we have the standard lookup field to the standard Account object. I also added a field called "Login_ID__c". We have this same field (Login_ID__c) in the Account object as well. Now when the user enters a Login ID in the case object, based on the value in the Login ID field it should auto populate the Account lookup field because each Account record has a unique Login ID. I have tried using a workflow and process builder but to no avail. From what I’ve researched, I think it’s possible to do this with an apex trigger but I am not familiar with apex at all. Can anybody help me out or offer any insight? Thank you.
 
SOLVED
5 replies

Auto-populate Account lookup field based on another field

On the Case object we have the standard lookup field to the standard Account object. I also added a field called "Login_ID__c". We have this same field (Login_ID__c) in the Account object as well. Now when the user enters a Login ID in the case object, based on the value in the Login ID field it should auto populate the Account lookup field because each Account record has a unique Login ID. I have tried using a workflow and process builder but to no avail. From what I’ve researched, I think it’s possible to do this with an apex trigger but I am not familiar with apex at all. Can anybody help me out or offer any insight? Thank you.